David Rickards Financial Planning

David Rickards

I believe that smart investment is an important part of planning for a secure financial future; I also believe that finding ethical, sustainable and responsible businesses to invest in is good for the world and great for your wealth. I set up my business to help people who want to make a difference with their investments, and to have the highest quality financial advice they deserve.

The value of an investment with St. James's Place will be directly linked to the performance of the funds you select and the value can therefore go down as well as up. You may get back less than you invested.

About

Prior to joining St. James's Place Academy, I enjoyed a successful 20 year career as a process improvement expert working with numerous high profile blue-chip companies.
In my spare time I am a keen road cyclist and have completed Lands End to John O’Groats for charity. When not cycling, I enjoy spending time with my wife and two daughters.
David Rickards Financial Planning was developed out of a desire to provide long term quality financial advice to help our clients achieve a secure financial future for themselves and their families.
Through face to face meetings and leveraging the “best of breed” products tailored by St. James\\\'s Place Wealth Management, we help our clients achieve their financial goals.
With a base south of Nottingham, we are well placed to service clients across the Midlands.

Our investment management approach

Insights and E-Briefing Service

Visit Insights to read articles and news to help you make informed decisions about your wealth or sign up to the E-Briefing Service; a personalised email communication service that keeps you informed on the issues that might impact your wealth.

David is honest, trustworthy and fully committed to our best interests. He took time to ensure that we understood all options and offered solid financial advice. I have no hesitation in recommending his services. We have made a considerable saving based on David's advice. This will make a big difference to our futures.

Mark Ryan | Manager, Nottingham

David helped review our pensions and our life assurance. He took time to really listen and understand our whole situation and needs before advising us. I have no hesitation in recommending David's services.

Ray Hall | Client Manager, Birmingham

I am really grateful for the help and advice David has given me regarding my life insurance. He is so easy to talk to and truly listened to my concerns and issues. He has been exceptionally thorough and covered every aspect, highlighting areas which I needed to pay attention too. He clearly explained everything and put me at ease with no pressure whatsoever. David gave me all case scenarios so I could make an informed decision from the expert advice he offered me. David genuinely wishes for your best interests and I certainly recommend him to all who are in need of financial advice. I shall most certainly be using his services again in the very near future. Thank you David for all your help.

Private Client

Why Choose St. James's place?

We're not about selling products. We pride ourselves on building trusted, long-term relationships with clients - only by doing so can we truly understand our clients' immediate needs and future aspirations, and offer the quality, bespoke advice that they deserve.

Award winning service

St. James's Place Guarantee

St. James's Place guarantees the suitability of the advice given by members of the St. James's Place Partnership when recommending any of the wealth management products and services available from companies in the group, more details of which are set out on the Group's website.

The Partner Practice is an Appointed Representative of and represents only St. James's Place Wealth Management plc (which is authorised and regulated by the Financial Conduct Authority) for the purpose of advising solely on the Group’s wealth management products and services, more details of which are set out on the Group’s website www.sjp.co.uk/products. The ‘St. James's Place Partnership’ and the titles ‘Partner’ and ‘Partner Practice’ are marketing terms used to describe St. James's Place representatives.